Let the cards fall where they should. John Chen has forecasted lower revenue but higher profit. In the company's transitional l phase it has been rocky yet many positive indicators pointing to success.

For as long as I can remember, people here have been saying the *next* quarter is the one to look forward to... it's almost become a BB/CB catchphrase, like "coming soon"

For as long as I've been coming to CB there have been people stating "the end is near". Three years later and seven devices, an OS, at least eight OS updates, a couple acquisitions and three Billion in the bank later....BlackBerry is still here.

For as long as I've been coming to CB there have been people stating "the end is near". Three years later and seven devices, an OS, at least eight OS updates, a couple acquisitions and three Billion in the bank later....BlackBerry is still here.

Classically Posted.

True. But there have been just as many that said "this is when BB come back". BB 10.2.1 was supposed to be the savior of BB and bring in the masses. Then 10.3, then the classic will bring in the one who want a "normal" BB.

I just don't buy it anymore. BB will not dissapear anytime soon, but it will continue with the same trend with under 1% market share.

How can they have good sales when none of the carriers even have any products?

ATT has US exclusive for Passport, yet one week after release the corporate store did not have and Passports OR Classics on display when I went to check them out. This wasn't a kiosk or franchised store, but the big corporate location.

Its the end of BB as a significant player in device manufacture. Any hope of that will be dashed in this ER. But BB as a company will continue and flourish but as a software/services provider that also makes a few devices to support that focus.

For as long as I can remember, people here have been saying the *next* quarter is the one to look forward to... it's almost become a BB/CB catchphrase, like "coming soon"

True, and I have been one of them(with my novice market knowledge) , and I repeat it again for this quarter, but this quarter has even more significance; this is the first real quarter for Chen (last year he'd only just joined) showing sales over what for most businesses is the busiest quarter, secondly hopefully we'll get a proper figure for Passport sales which for me will show how many people are still willing to take a risk on BlackBerry (new kind of device), and a few other reasons,

Now regardless of what the quarter shows, Chen made it clear from the beginning that no-one should expect to see amazing results, he played expectations low (think he said 2/3 years just to profitability) quarters since have shown them on track (if not slightly better) than expected given that timeline which is good news.

So in one sense it's a very important quarter because BlackBerry needs to show progress, but on the other hand it's not so important because some changes are still taking effect ( BES free trials (easypass or something) have recently ended so future quarters should show growing services revenue (not even counting the monetisations of BBM and other service-based partnerships of BlackBerry + subsidiaries)

And in other sense, they don't really matter because there's still a year to go on the given timeline before we should start getting really excited..

I like your thinking, but the smartphone market as a whole as grown exponentially, and markets in general have become faster and more volatile, therefore companies should be moving faster now, (isn't rate for new phone for the big guys like every 6 months?)

I like your thinking, but the smartphone market as a whole as grown exponentially, and markets in general have become faster and more volatile, therefore companies should be moving faster now, (isn't rate for new phone for the big guys like every 6 months?)

My comment was to illustrate that company rebirths don't happen overnight and hit products don't happen overnight either. Every year we've had fans say that "this is the year", but the time frame has been too short, too unrealistic.

Side commentary:

I'm sure Apple fans had been saying "this is the year" since 1997 and then they saw the iPod in 2002. It's a win for Apple, but imagine how bummed the Mac users were. Even with the iPhone, the original fans, the Apple computer hardware users, were probably bummed. Maybe the rebirth of BlackBerry will involve some new product that current BlackBerry fans could care less about.

For as long as I've been coming to CB there have been people stating "the end is near". Three years later and seven devices, an OS, at least eight OS updates, a couple acquisitions and three Billion in the bank later....BlackBerry is still here.

Classically Posted.

The difference between the "this is the end" and "Blackberry will become the new Apple" crew is that Blackberry's hardware division continues to deteriorate each quarter while there is absolutely no evidence to believe that a turnaround is coming.

Hence the Blackberry fanbase (as well as userbase) that trickle away each passing quarter and the continued and increasing speculation from practically everybody outside Crackberry aware of Blackberry's situation that some major changes will be coming to the hardware division.

Anyway, I'm not especially inclined to think that a major announcement will be made in the earnings report; though, I do think that hardware revenue will plummet once again as the Passport and Classic do not appear to have a fraction of the popularity as the aging Z10 and Q10 did.

The difference between the "this is the end" and "Blackberry will become the new Apple" crew is that Blackberry's hardware division continues to deteriorate each quarter while there is absolutely no evidence to believe that a turnaround is coming.

Hence the Blackberry fanbase (as well as userbase) that trickle away each passing quarter and the continued and increasing speculation from practically everybody outside Crackberry aware of Blackberry's situation that some major changes will be coming to the hardware division.

Anyway, I'm not especially inclined to think that a major announcement will be made in the earnings report; though, I do think that hardware revenue will plummet once again as the Passport and Classic do not appear to have a fraction of the popularity as the aging Z10 and Q10 did.

Except for the fact the vast majority of press concerning BlackBerry devices the past three quarters is positive. You'd never know that reading some of the usual suspects here but it's true.
The OS has matured very well, BES 12 launching, QNX dominates connected cars, Secusmart moving quickly to secure high end clients, Paratech gives BlackBerry devices the best radio reception in the market...the list continues and that's just the last 36 months.
BlackBerry isn't going anywhere.

How can they have good sales when none of the carriers even have any products?

ATT has US exclusive for Passport, yet one week after release the corporate store did not have and Passports OR Classics on display when I went to check them out. This wasn't a kiosk or franchised store, but the big corporate location.

Hard to sell when your inventory is zero.

1) hardware will be less than 40% revenue.
2) USA is not the biggest BBR's consumer market
3) BBRY not targeted in consumer market.

With 3 billion plus in cash reserves as of last quarter. I highly doubt the "end is near"! As long as BB does not hare massive write downs and do not start burning cash then they are good for the next 2 or 3 quarters.. by that time you will see if Chen's strategy is working. If you are a short term investor in BB it could very well be bad for you. Although at the rate the analysts are driving down the stock... might not be as bad as many think...

For as long as I've been coming to CB there have been people stating "the end is near". Three years later and seven devices, an OS, at least eight OS updates, a couple acquisitions and three Billion in the bank later....BlackBerry is still here.

Classically Posted.

Shhh, they don't want to hear that. "Truth" mongers use windows, not mirrors.